SWA
ADBE icon

Sax Wealth Advisors’s Adobe ADBE Stock Holding History

Sax Wealth Advisors’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-598
Closed -$209K – 538
2026
Q1 		$209K Sell
598
-55
-8% -$15.2K 0.01% 461
2025
Q4 		$229K Buy
653
+66
+11% +$22.4K 0.01% 454
2025
Q3 		$207K Buy
587
+25
+4% +$8.97K 0.01% 423
2025
Q2 		$217K Buy
+562
New +$217K 0.01% 400
2024
Q4 		– Sell
-505
Closed -$261K – 329
2024
Q3 		$261K Buy
505
+110
+28% +$60.3K 0.02% 238
2024
Q2 		$219K Buy
+395
New +$191K 0.02% 254
2024
Q1 		– Sell
-363
Closed -$217K – 193
2023
Q4 		$217K Buy
+363
New +$209K 0.04% 177
2022
Q2 		– Sell
-1,239
Closed -$565K – 166
2022
Q1 		$565K Hold
1,239
– – 0.14% 97
2021
Q4 		$703K Hold
1,239
– – 0.15% 89
2021
Q3 		$713K Hold
1,239
– – 0.17% 80
2021
Q2 		$726K Hold
1,239
– – 0.25% 72
2021
Q1 		$589K Buy
1,239
+240
+24% +$112K 0.22% 85
2020
Q4 		$500K Buy
+999
New +$483K 0.23% 76

Other funds holding ADBE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sax Wealth Advisors's ADBE Position: Q2 2026 in Review

Sax Wealth Advisors sold out of Adobe (ADBE) in Q2 2026, closing a stake of 598 shares — an estimated $209K sold.

Sax Wealth Advisors first reported a position in ADBE in Q4 2020 and held it in 13 quarters. The position peaked at $726K in Q2 2021. 417 funds tracked by Wall St. Rank hold ADBE as of Q2 2026.

  • Sax Wealth Advisors reported no remaining Adobe position as of Q2 2026 after selling out during the quarter.
  • Sax Wealth Advisors sold 598 Adobe shares in Q2 2026, an estimated $209K.
  • Sax Wealth Advisors first reported a position in Adobe in Q4 2020 and held it in 13 quarters.
  • Sax Wealth Advisors's Adobe position peaked at $726K in Q2 2021.
  • 417 funds tracked by Wall St. Rank held Adobe as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.